Brooks Macdonald

DFM solutions from Morningstar and Brewin Dolphin to be available

Advisory Models PRO tool focuses on meeting Consumer Duty outcomes

A look at what next month's Budget may bring for the City

Expansion of platform is set to include five portfolio ranges

Deal follows its purchase of Integrity Wealth Solutions

Attracted £800m of net inflows in the 12 months to the end of June

CEO Connellan steps down

Expected valuation of £400m

Paid in two tranches

Joins from Brooks Macdonald